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JT Stratford LLC’s Chubb CB Stock Holding History

JT Stratford LLC’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$983K Sell
3,016
-131
-4% -$42K 0.13% 156
2025
Q4 		$982K Sell
3,147
-1,015
-24% -$297K 0.13% 153
2025
Q3 		$1.17M Buy
4,162
+3,035
+269% +$835K 0.16% 131
2025
Q2 		$327K Buy
1,127
+38
+3% +$10.9K 0.05% 232
2025
Q1 		$329K Sell
1,089
-6,895
-86% -$1.92M 0.06% 225
2024
Q4 		$2.21M Buy
7,984
+397
+5% +$113K 0.36% 59
2024
Q3 		$2.19M Sell
7,587
-16
-0.2% -$4.39K 0.37% 58
2024
Q2 		$1.94M Buy
7,603
+998
+15% +$256K 0.36% 62
2024
Q1 		$1.71M Buy
6,605
+686
+12% +$169K 0.34% 81
2023
Q4 		$1.34M Buy
5,919
+1,755
+42% +$384K 0.31% 81
2023
Q3 		$867K Buy
4,164
+1,137
+38% +$230K 0.22% 115
2023
Q2 		$583K Buy
+3,027
New +$593K 0.16% 150
2023
Q1 		– Sell
-2,004
Closed -$442K – 226
2022
Q4 		$442K Sell
2,004
-91
-4% -$18.9K 0.14% 142
2022
Q3 		$381K Sell
2,095
-149
-7% -$28.3K 0.14% 128
2022
Q2 		$441K Sell
2,244
-58
-3% -$11.9K 0.14% 130
2022
Q1 		$492K Buy
2,302
+399
+21% +$81.1K 0.14% 125
2021
Q4 		$368K Buy
+1,903
New +$357K 0.1% 159

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JT Stratford LLC's CB Position: Q1 2026 in Review

JT Stratford LLC reduced its Chubb (CB) stake by 4.2% in Q1 2026, selling an estimated $42K and leaving 3,016 shares worth $983K. The position accounts for 0.13% of the portfolio, ranked #156.

JT Stratford LLC first reported a position in CB in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.21M in Q4 2024. 2,106 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • JT Stratford LLC held 3,016 shares of Chubb worth $983K as of Q1 2026.
  • JT Stratford LLC sold 131 Chubb shares in Q1 2026, an estimated $42K.
  • Chubb made up 0.13% of JT Stratford LLC's portfolio in Q1 2026, its #156 holding.
  • JT Stratford LLC first reported a position in Chubb in Q4 2021 and has held it in 17 quarters since.
  • JT Stratford LLC's Chubb position peaked at $2.21M in Q4 2024.
  • 2,106 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.